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Fidelity High Dividend ETF

162 hedge funds and large institutions have $486M invested in Fidelity High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
84
Reduced
29
Closed
16
Calls
$31K
Puts
$27K
Net Calls
+$4K
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
151
Providence Capital Advisors
North Carolina
$11.5K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$11K
VWM
153
Venturi Wealth Management
Texas
$10.8K
POIA
154
Pin Oak Investment Advisors
Texas
$10K +$10K +247 New
KFS
155
Kelly Financial Services
Massachusetts
$6.61K -$425 -11 -6%
BWS
156
Buck Wealth Strategies
Colorado
$5.79K +$5.79K +150 New
KFI
157
Key Financial Inc
Pennsylvania
$5.21K +$5.21K +135 New
LOIP
158
Live Oak Investment Partners
Texas
$4.79K -$4.93K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$4.28K -$96.9K -2,511 -96%
TIM
160
Tortoise Investment Management
New York
$3.86K
LFG
161
Larson Financial Group
Missouri
$2.39K
LC
162
Lindbrook Capital
California
$1.93K
SIS
163
Sound Income Strategies
Florida
$1.76K +$38 +1 +2%
CT
164
Colonial Trust
South Carolina
-$566K -14,442 Closed
CWM
165
Cornerstone Wealth Management
Missouri
-$466K -11,735 Closed
HS
166
Horan Securities
United States
-$302K -7,594 Closed
MA
167
Mutual Advisors
Nebraska
-$275K -6,922 Closed
Millennium Management
168
Millennium Management
New York
-$273K -6,858 Closed
ZIM
169
Zacks Investment Management
Illinois
-$227K -5,700 Closed
AA
170
Advisory Alpha
Michigan
-$226K -5,681 Closed
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
-$212K -5,340 Closed
GKIM
172
GW&K Investment Management
Massachusetts
-$82K -2,062 Closed
PB
173
Pinnacle Bancorp
Nebraska
-$73.5K -1,850 Closed
RIA
174
Realta Investment Advisors
Delaware
-$33.7K -849 Closed
ACA
175
Aptus Capital Advisors
Alabama
-$32.2K -811 Closed